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The primary objective of the Goizueta Investment Management
is to earn a return in excess of its benchmark, which is a combination of the
S&P 500 Index and a cash amount similar to that held by the portfolio,
while incurring a comparable amount of risk.The Fund attempts to achieve this objective by making long-only
investments in equity securities across various industries and sectors.While the Fund will invest predominantly in
the equity securities of domestic companies, it will also consider investments
in foreign company American Depository Receipts traded on major US stock
exchanges.The Fund seeks to outperform
the benchmark through the active management of a focused portfolio of both
growth and value-oriented stocks selected after rigorous fundamental or
technical analysis.

Fund Philosophy

The Goizueta Investment Management seeks growth of capital
by investing in a focused portfolio of companies with reasonable or below
market valuations relative to our expectations of future growth and earnings.
Given the core mandate of the Fund, this philosophy is further refined into
both a value and a growth discipline. The value discipline of the Goizueta
Equity Fund seeks quality companies that are trading at a significant discount
to their intrinsic value. The growth discipline seeks companies of reasonable
valuation who have a demonstrated history of growth with the potential for
continued above average growth.

The Fund’s two major asset classes are equities and cash.
The equity portion of the Fund will consist of investments in long equity
positions, while the cash component of the Fund will continue to be reduced
over time as these funds are invested in long equity positions. The Fund will
be managed as an ongoing entity, and therefore investment positions taken in
the Fund will be with a longer term view, defined as greater than one year.

While the criteria for investment differ in accordance with
the above growth and value philosophies, the investment process for selecting
either type of holding is identical. The investment universe is screened using
asset class, market capitalization, industry sector, and specific fundamental
criterion for potential growth or value holdings. The universe is further
reduced to companies acceptable given the risk management guidelines detailed
below. Rigorous fundamental or technical analysis is applied to potential
holdings to ascertain a specific target valuation, outlook for that company,
and investment thesis or catalyst.

Risk Management

The Fund utilizes a focused, disciplined approach to
maximize risk control. As a result of the two-year rolling engagement of the
investment professionals, risk management is an essential part of the
management process.

As with any equity investment fund, the Goizueta Equity Fund
is subject to considerable volatility, which may result in sub-par or negative
returns. While the Fund will strive to mitigate risk by holding a diversified
portfolio, certain risks are out of the Fund’s control and include, but are not
limited to, market risk, adverse macroeconomic events, and security-specific
risk.